Create a 'My Report'

My Reports is a reports category containing any report and the specific filter/sorting settings applied by a TIPWeb-IM district user.  This feature saves time by remembering the filter/sorting settings for often utilized reports.  

WARNING: This does not save the specific data pulled from the database.  It only saves the filters and/or sort settings applied when the report was saved.

Create a 'My Report'

  1. Click on scroll.jpg Reports.

  2. Select the desired report category using the Select Report Category drop down menu.

  3. Click on filter.jpg Filter, located on the desired report's row.  This opens the Reports Filters page.

  4. Filter and/or Sort the report with the desired fields.

  5. Select Go.jpg Go.  This provides a preview of the respective report featuring the applied filters and sorts.

  6. Click on Save My Report Criteria.  This opens the My Reports page.

  7. Enter a name for the new My Report in the Report Name field (make it meaningful to you).

  8. Click on Save My Report.  This opens the Reports page with the My Reports category grif displayed.